Investment Team

  • Nohemy Montes, J.D., CPFA

    Nohemy Montes, J.D., CPFA

    President, Juris Doctor, Wealth Manager

  • Stanley R. Smiley, Esq.

    Stanley R. Smiley, Esq.

    Estate and Tax Planning Team

  • Juliet A. Hendrickson, Esq.

    Juliet A. Hendrickson, Esq.

    Estate and Tax Planning Team

  • David Montes

    David Montes

    Project Manager and Business Consultant

  • Jeffrey Basik, MBA

    Jeffrey Basik, MBA


  • Garret Norris, CFP

    Garret Norris, CFP


  • Sheila Kaul

    Sheila Kaul

    Client Relations and Operations Associate